PWA

Physician Wealth Advisors Portfolio holdings

AUM $703M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Sells

1 +$20.5M
2 +$7.68M
3 +$3.75M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.22M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.56M

Sector Composition

1 Technology 6.37%
2 Healthcare 1.89%
3 Financials 1.55%
4 Consumer Discretionary 1.4%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADC icon
676
Agree Realty
ADC
$8.41B
$8.33K ﹤0.01%
114
+5
IBUY icon
677
Amplify Online Retail ETF
IBUY
$147M
$8.28K ﹤0.01%
120
AON icon
678
Aon
AON
$73.9B
$8.22K ﹤0.01%
23
+1
HLN icon
679
Haleon
HLN
$43.8B
$8.21K ﹤0.01%
792
+385
ARKG icon
680
ARK Genomic Revolution ETF
ARKG
$1.33B
$8.11K ﹤0.01%
333
MYGN icon
681
Myriad Genetics
MYGN
$552M
$8.09K ﹤0.01%
1,524
CP icon
682
Canadian Pacific Kansas City
CP
$65.3B
$8.09K ﹤0.01%
102
+27
AUPH icon
683
Aurinia Pharmaceuticals
AUPH
$1.96B
$8.08K ﹤0.01%
954
+83
URTY icon
684
ProShares UltraPro Russell2000
URTY
$428M
$8.06K ﹤0.01%
205
+1
ONEQ icon
685
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.44B
$8.01K ﹤0.01%
100
NOC icon
686
Northrop Grumman
NOC
$95.2B
$8K ﹤0.01%
16
+10
SBAC icon
687
SBA Communications
SBAC
$20.7B
$7.99K ﹤0.01%
34
+7
ULTA icon
688
Ulta Beauty
ULTA
$29.4B
$7.95K ﹤0.01%
17
+6
CODX
689
DELISTED
Co-Diagnostics
CODX
$7.95K ﹤0.01%
946
FXZ icon
690
First Trust Materials AlphaDEX Fund
FXZ
$249M
$7.92K ﹤0.01%
139
JOBY icon
691
Joby Aviation
JOBY
$14.1B
$7.91K ﹤0.01%
750
+742
DTH icon
692
WisdomTree International High Dividend Fund
DTH
$541M
$7.88K ﹤0.01%
+170
TTC icon
693
Toro Company
TTC
$8.77B
$7.85K ﹤0.01%
111
+15
ROKU icon
694
Roku
ROKU
$15.3B
$7.82K ﹤0.01%
89
+17
RF icon
695
Regions Financial
RF
$24.1B
$7.76K ﹤0.01%
330
AZTA icon
696
Azenta
AZTA
$1.84B
$7.76K ﹤0.01%
252
VBK icon
697
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$7.75K ﹤0.01%
28
TECK icon
698
Teck Resources
TECK
$24.7B
$7.75K ﹤0.01%
192
+30
SNN icon
699
Smith & Nephew
SNN
$13.9B
$7.75K ﹤0.01%
253
-9
CPNG icon
700
Coupang
CPNG
$38.6B
$7.73K ﹤0.01%
258
-35